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					2-Aug-11
                                             2009 Individual Income Tax: IRA Distributions, Pensions, and Social Security, by Size of Adjusted Gross Income
                                                           [All figures are estimates based on samples--money amounts are in thousands of dollars]

                                               Taxable                                       Pensions and annuities                                             Social security benefits
                                           IRA distributions                         Total                            Taxable                          Total                            Taxable
  Size of adjusted gross income       Number of          Amount          Number of           Amount          Number of        Amount       Number of           Amount          Number of        Amount
                                       returns                            returns                             returns                       returns                             returns

All returns, total                          9,659,133   135,202,708       28,408,058      822,742,643         26,020,252     523,295,800    24,589,713         457,087,273        15,320,332     174,649,879
No adjusted gross income                      128,182      2,524,393          320,878        8,062,475           265,760       3,048,017       904,926          15,357,374              4,272          35,951
$1 under $5,000                               279,191        819,581          816,778        6,648,841           717,608       1,907,737     1,902,407          28,790,517            15,760           48,981
$5,000 under $10,000                          513,417      1,982,758       1,444,241        14,014,370         1,377,317       7,288,413     2,141,100          34,892,458            33,229         193,804
$10,000 under $15,000                         684,202      3,475,493       1,958,670        22,252,828         1,878,964      15,639,985     2,457,309          41,574,929            76,525         247,308
$15,000 under $20,000                         635,402      4,064,374       1,888,320        25,840,784         1,808,791      19,116,121     2,073,961          36,103,272           617,637         675,515
$20,000 under $25,000                         557,413      4,096,656       1,678,639        24,740,657         1,590,918      18,991,221     1,605,291          28,867,949         1,175,865       2,065,697
$25,000 under $30,000                         526,019      4,434,140       1,559,633        26,975,388         1,483,160      19,827,158     1,355,390          24,700,639         1,255,335       3,905,578
$30,000 under $40,000                         897,250      8,326,350       2,712,685        53,832,286         2,549,602      40,747,842     2,160,800          40,475,597         2,155,262      11,621,909
$40,000 under $50,000                         823,598      8,494,972       2,422,345        53,919,167         2,269,207      41,237,931     1,737,094          32,074,309         1,737,094      15,876,791
$50,000 under $75,000                       1,793,584    22,892,576        5,011,112      144,162,674          4,601,428     103,611,407     3,488,595          65,792,151         3,486,573      48,199,575
$75,000 under $100,000                      1,190,121    20,722,317        3,451,326      127,873,578          3,115,538      86,463,550     2,134,766          44,763,025         2,134,764      37,715,258
$100,000 under $200,000                     1,323,678    35,588,462        4,118,286      211,812,606          3,570,078     126,492,414     2,068,445          48,747,716         2,068,437      41,361,386
$200,000 under $250,000                       125,631      5,435,408          402,854       30,239,407           329,892      14,908,517       201,396           5,178,094           201,379       4,401,188
$250,000 under $500,000                       137,680      8,038,406          463,306       47,313,646           350,632      17,568,687       249,213           6,589,364           249,194       5,600,665
$500,000 under $1,000,000                      31,818      2,735,759          107,845       15,331,529            75,577       4,065,039        70,804           2,037,675            70,795       1,731,779
$1,000,000 under $1,500,000                      5,806       510,426           23,574        3,823,084            16,236         965,539        16,667             481,366            16,666         409,158
$1,500,000 under $2,000,000                      2,419       305,799            9,300        1,619,812             6,594         382,832         7,305             220,894              7,302        185,417
$2,000,000 under $5,000,000                      2,789       404,390           13,346        2,746,607             9,387         646,188        10,338             315,347            10,338         268,045
$5,000,000 under $10,00,000                        565       135,577            3,087           750,987            2,202         204,954         2,477              77,299              2,475          65,672
$10,000,000 or more                                369       214,870            1,832           781,916            1,360         182,247         1,430              47,298              1,430          40,203
Taxable returns, total                      7,038,463   116,051,571       21,095,178      724,951,182         19,297,289     468,875,878    14,909,734         287,532,587        13,413,705     165,587,365
No adjusted gross income                           237         65,822             699             88,704             647          37,816           544              12,629                * 66         * 1,150
$1 under $5,000                                * 3,007       * 10,231          11,038             31,683          11,038          20,901        19,203             209,912              1,148            5,476
$5,000 under $10,000                           12,020          61,938          41,112           248,435           37,106         176,683        40,569             436,743            * 2,003        * 15,154
$10,000 under $15,000                         191,848        946,639          681,084        7,796,765           669,453       6,571,058       764,075          10,765,251            24,448         110,904
$15,000 under $20,000                         263,482      1,568,471          862,485       12,022,338           832,622       9,563,195       850,064          11,720,266           330,318         393,711
$20,000 under $25,000                         308,353      2,249,419          965,269       15,396,440           920,870      12,370,327       835,871          13,924,236           714,074       1,319,693
$25,000 under $30,000                         380,721      3,063,497       1,116,998        20,875,182         1,079,056      16,138,388     1,001,278          18,173,527           948,101       3,022,947
$30,000 under $40,000                         715,118      6,697,903       2,190,873        45,635,816         2,087,105      35,838,563     1,802,380          33,755,342         1,799,828       9,923,975
$40,000 under $50,000                         724,496      7,511,556       2,083,162        48,621,637         1,969,906      38,175,799     1,568,759          28,688,652         1,568,759      14,238,557
$50,000 under $75,000                       1,672,711    21,223,063        4,680,035      137,354,988          4,319,926     100,170,686     3,342,752          63,135,595         3,340,730      46,241,025
$75,000 under $100,000                      1,153,886    20,068,259        3,361,427      124,808,919          3,042,397      85,237,621     2,088,103          43,893,683         2,088,103      36,977,512
$100,000 under $200,000                     1,306,959    34,914,750        4,081,036      210,065,532          3,538,967     125,839,183     2,041,224          47,995,129         2,041,224      40,741,351
$200,000 under $500,000                       262,046    13,386,686           861,689       77,156,368           677,387      32,337,324       446,589          11,660,786           446,589       9,911,674
$500,000 under $1,000,000                      31,701      2,721,050          107,404       15,235,012            75,263       4,044,988        70,398           2,027,175            70,392       1,722,927
$1,000,000 or more                             11,879      1,562,290           50,870        9,613,362            35,547       2,353,345        37,923           1,133,663            37,921         961,311
Nontaxable returns, total                   2,620,670    19,151,137        7,312,880        97,791,461         6,722,963      54,419,922     9,679,980         169,554,686         1,906,627       9,062,514
* Estimate should be used with caution because of the small number of sample returns on which it is based.
Note: Detail may not add to totals because of rounding.
Source: IRS, Statistics of Income Division, July 2011.
22-Jul-10
                                             2008 Individual Income Tax: IRA Distributions, Pensions, and Social Security, by Size of Adjusted Gross Income
                                                           [All figures are estimates based on samples--money amounts are in thousands of dollars]

                                               Taxable                                       Pensions and annuities                                             Social security benefits
                                           IRA distributions                         Total                            Taxable                          Total                            Taxable
  Size of adjusted gross income       Number of          Amount          Number of           Amount          Number of        Amount       Number of           Amount          Number of        Amount
                                       returns                            returns                             returns                       returns                             returns

All returns, total                        11,259,424    162,150,226       28,011,742      844,774,212         25,540,246     506,269,008    24,066,883         415,587,419        15,015,435     168,110,210
No adjusted gross income                      116,943      2,036,905          281,031        8,114,200           211,416       2,634,611       934,798          13,247,436              3,580          36,523
$1 under $5,000                               255,055        628,889          782,202        5,225,502           707,019       1,914,307     1,804,182          24,438,449            12,540           34,479
$5,000 under $10,000                          509,050      2,088,932       1,313,409        11,446,343         1,260,020       6,597,691     2,015,211          29,475,657            30,320         155,300
$10,000 under $15,000                         714,888      3,846,807       1,855,989        19,611,847         1,796,819      14,458,741     2,292,564          35,955,560            41,356         138,473
$15,000 under $20,000                         722,479      4,320,977       1,852,630        24,785,197         1,783,785      18,007,237     2,008,607          32,528,201           477,171         510,820
$20,000 under $25,000                         621,102      4,085,112       1,604,719        28,018,777         1,523,753      17,925,752     1,544,864          25,842,263         1,082,860       1,791,655
$25,000 under $30,000                         550,955      4,053,102       1,467,888        25,666,692         1,382,291      18,570,703     1,268,144          21,333,587         1,180,811       3,347,233
$30,000 under $40,000                       1,040,626      8,714,195       2,710,071        52,420,624         2,535,359      38,913,024     2,110,022          36,443,623         2,103,511      10,736,725
$40,000 under $50,000                         954,628      9,635,636       2,409,719        53,066,158         2,243,621      39,281,721     1,671,025          28,379,759         1,668,855      14,783,005
$50,000 under $75,000                       2,061,064    25,566,131        4,976,445      140,301,687          4,547,486      97,527,478     3,460,135          60,825,644         3,457,504      45,728,037
$75,000 under $100,000                      1,466,824    24,177,124        3,487,999      129,057,128          3,130,250      83,565,447     2,137,363          43,217,829         2,137,361      36,551,746
$100,000 under $200,000                     1,727,708    44,312,628        4,101,928      220,249,323          3,527,333     123,253,254     2,139,563          47,114,940         2,139,244      40,031,964
$200,000 under $500,000                       422,813    21,218,053           954,660       92,529,805           740,370      35,042,567       532,839          12,833,074           532,815      10,907,818
$500,000 under $1,000,000                      63,060      4,297,276          135,901       18,829,175            95,714       4,986,282        90,978           2,409,159            90,929       2,045,851
$1,000,000 under $1,500,000                    14,891      1,245,570           33,099        5,287,476            23,721       1,270,543        23,829             630,137            23,827         535,605
$1,500,000 under $2,000,000                      6,034       501,607           14,511        2,735,207            10,322         563,292        10,960             296,739            10,960         252,123
$2,000,000 under $5,000,000                      8,178       898,597           20,803        4,613,806            14,770       1,055,936        15,316             424,289            15,308         360,442
$5,000,000 under $10,00,000                      1,965       268,265            5,266        1,446,344             3,739         373,805         3,971             115,345              3,970          98,042
$10,000,000 or more                              1,160       254,421            3,471        1,368,921             2,458         326,619         2,511              75,728              2,511          64,369
Taxable returns, total                      8,916,709   145,828,111       22,030,794      765,985,547         20,004,943     463,596,197    15,674,993         282,262,846        13,727,503     161,544,987
No adjusted gross income                           102        18,477              739             52,582             425          19,336           398               9,210                * 46          * 814
$1 under $5,000                                * 2,307        * 3,912          17,808             54,046          17,148          34,575        33,432             352,581                   0              0
$5,000 under $10,000                           11,954         43,620           52,190           467,267           47,862         251,513        73,560             703,170            * 5,214        * 35,913
$10,000 under $15,000                         280,794      1,405,967          784,616        8,299,202           765,422       6,642,430       883,232          11,607,644            14,856           61,320
$15,000 under $20,000                         337,499      1,936,318          931,256       12,893,066           898,524       9,618,167       933,514          12,203,867           297,143         311,952
$20,000 under $25,000                         427,050      2,739,024       1,149,859        18,208,799         1,096,759      13,933,990     1,070,075          17,349,710           800,220       1,336,190
$25,000 under $30,000                         445,205      3,251,883       1,160,475        21,215,648         1,113,485      16,066,957     1,033,572          17,331,756           973,042       2,818,352
$30,000 under $40,000                         907,308      7,270,251       2,316,144        47,279,012         2,178,907      35,732,509     1,862,841          32,052,972         1,856,771       9,559,588
$40,000 under $50,000                         879,171      8,749,473       2,193,540        49,182,802         2,055,175      37,170,044     1,566,668          26,497,952         1,565,504      13,820,014
$50,000 under $75,000                       1,967,769    24,385,451        4,754,881      136,518,205          4,358,208      95,247,021     3,344,943          58,811,048         3,342,314      44,249,738
$75,000 under $100,000                      1,430,208    23,546,475        3,427,547      126,504,643          3,078,739      82,638,579     2,084,320          42,133,701         2,084,320      35,639,851
$100,000 under $200,000                     1,711,594    43,979,028        4,078,928      219,024,068          3,507,498     122,818,123     2,112,975          46,549,896         2,112,667      39,552,997
$200,000 under $500,000                       420,966    21,094,719           950,705       92,196,928           736,898      34,913,052       529,084          12,739,451           529,084      10,828,548
$500,000 under $1,000,000                      62,777      4,264,767          135,363       18,740,670            95,248       4,955,743        90,340           2,392,873            90,293       2,032,054
$1,000,000 or more                             32,004      3,138,746           76,741       15,348,608            54,646       3,554,158        56,040           1,527,016            56,030       1,297,654
Nontaxable returns, total                   2,342,715    16,322,115        5,980,948        78,788,664         5,535,302      42,672,811     8,391,891         133,324,573         1,287,932       6,565,223
* Estimate should be used with caution because of the small number of sample returns on which it is based.
Note: Detail may not add to totals because of rounding.
Source: IRS, Statistics of Income Division, July 2009.
6-Aug-09
                                             2007 Individual Income Tax: IRA Distributions, Pensions, and Social Security, by Size of Adjusted Gross Income
                                                           [All figures are estimates based on samples--money amounts are in thousands of dollars]

                                               Taxable                                       Pensions and annuities                                             Social security benefits
                                           IRA distributions                         Total                            Taxable                        Total                              Taxable
  Size of adjusted gross income       Number of          Amount          Number of           Amount          Number of        Amount     Number of            Amount           Number of        Amount
                                       returns                            returns                             returns                     returns                               returns

All returns, total                      10,683,225      147,959,327     27,678,148       851,528,103         25,180,637    490,581,465   22,587,781          382,324,621        15,011,961   167,186,633
No adjusted gross income                     87,517       1,445,637        254,705         5,703,260            173,263      1,969,937      519,845            7,371,536             1,354         3,724
$1 under $5,000                             167,604         431,337        614,138         4,761,177            545,545      1,562,339    1,259,825           15,953,745            11,936        36,440
$5,000 under $10,000                        397,153       1,504,690      1,144,380         9,761,213          1,090,238      5,776,585    1,631,173           22,997,564            17,643        80,853
$10,000 under $15,000                       638,207       2,855,287      1,868,518        19,484,513          1,809,371     14,567,923    2,187,526           32,756,039            43,525       135,905
$15,000 under $20,000                       623,412       3,637,146      1,811,535        24,304,626          1,750,620     17,743,542    1,899,408           29,623,331           399,421       384,751
$20,000 under $25,000                       574,515       3,647,407      1,528,378        25,086,734          1,464,142     17,590,263    1,451,443           23,312,030           996,766     1,514,561
$25,000 under $30,000                       556,538       3,796,973      1,508,568        26,514,133          1,421,612     18,629,473    1,266,856           20,588,064         1,173,976     3,194,685
$30,000 under $40,000                       996,496       7,268,058      2,682,446        51,299,269          2,502,999     37,597,081    2,067,687           34,724,519         2,066,054    10,382,370
$40,000 under $50,000                       865,106       8,187,950      2,308,699        51,732,288          2,157,648     36,929,862    1,660,425           26,775,484         1,660,425    14,140,791
$50,000 under $75,000                    2,038,923       23,372,053      5,061,726       144,575,641          4,632,037     96,167,410    3,498,707           59,666,407         3,496,067    45,260,098
$75,000 under $100,000                   1,434,542       22,941,364      3,453,854       127,908,865          3,097,654     77,693,393    2,103,953           41,017,644         2,103,952    34,731,901
$100,000 under $200,000                  1,743,168       43,196,642      4,172,303       225,011,172          3,557,760    119,243,650    2,225,151           47,759,212         2,225,137    40,509,122
$200,000 under $500,000                     444,361      17,937,371      1,008,536        92,930,909            790,483     35,562,867      618,963           14,754,941           618,940    12,541,416
$500,000 under $1,000,000                    75,843       4,425,866        163,762        23,103,529            117,022      5,227,180      119,959            3,009,675           119,913     2,557,845
$1,000,000 under $1,500,000                  17,517       1,311,501          41,185        6,855,892             29,629      1,487,283       31,772              807,477            31,770       686,336
$1,500,000 under $2,000,000                   7,209         549,574          17,078        3,177,874             12,703        690,147       13,906              360,765            13,906       306,650
$2,000,000 under $5,000,000                  10,721         840,564          26,584        5,634,254             19,287      1,220,416       21,551              574,238            21,547       488,066
$5,000,000 under $10,00,000                   2,743         325,483           7,132        1,912,044              5,151        427,417        5,820              161,287             5,819       137,069
$10,000,000 or more                           1,651         284,424           4,621        1,770,710              3,476        494,699        3,809              110,663             3,809        94,052
Taxable returns, total                   9,049,133      137,684,669     22,812,884       790,255,469         20,725,413    456,107,357   16,532,119          288,913,122        14,223,875   163,633,212
No adjusted gross income                        489          47,296           1,564          174,163              1,026         44,586        1,081               21,074               *14          *366
$1 under $5,000                              *5,282          *6,709          14,138            80,550            11,497         24,501       49,216              467,998              *999        *4,356
$5,000 under $10,000                         *7,295         *33,698          59,722          343,186             57,785        270,050       73,867              738,238            *4,195       *19,108
$10,000 under $15,000                       335,482       1,385,385        997,834         9,837,684            977,603      8,079,440    1,109,775           14,121,747            22,277        68,122
$15,000 under $20,000                       323,202       1,807,621      1,031,281        13,894,446          1,003,334     10,547,532    1,029,654           13,462,669           293,968       290,635
$20,000 under $25,000                       475,853       2,886,526      1,196,245        20,396,665          1,160,398     14,838,814    1,162,495           18,801,890           858,689     1,292,526
$25,000 under $30,000                       471,416       3,264,006      1,225,597        22,221,316          1,168,568     16,136,848    1,073,452           17,400,697         1,015,476     2,784,029
$30,000 under $40,000                       904,112       6,623,146      2,381,825        47,308,751          2,231,925     34,980,203    1,884,251           31,521,808         1,882,619     9,502,232
$40,000 under $50,000                       829,957       7,766,167      2,157,981        49,253,260          2,026,921     35,538,916    1,594,980           25,756,928         1,594,980    13,621,446
$50,000 under $75,000                    1,984,715       22,697,802      4,908,789       140,771,527          4,503,207     94,600,853    3,440,622           58,715,224         3,437,982    44,549,087
$75,000 under $100,000                   1,420,279       22,729,216      3,414,175       126,710,561          3,061,384     77,026,275    2,085,030           40,645,196         2,085,030    34,417,021
$100,000 under $200,000                  1,731,975       42,806,172      4,157,797       224,330,388          3,546,730    118,999,813    2,213,860           47,521,888         2,213,857    40,307,523
$200,000 under $500,000                     443,521      17,907,278      1,005,924        92,555,931            788,053     35,494,861      617,366           14,721,389           617,366    12,513,198
$500,000 under $1,000,000                    75,765       4,419,251        163,559        23,063,333            116,860      5,218,371      119,746            3,005,058           119,706     2,554,003
$1,000,000 or more                           39,790       3,304,396          96,453       19,313,707             70,124      4,306,295       76,722            2,011,318            76,718     1,709,560
Nontaxable returns, total                1,634,092       10,274,658      4,865,263        61,272,634          4,455,225     34,474,108    6,055,662           93,411,499           788,085     3,553,421
* Estimate should be used with caution because of the small number of sample returns on which it is based.
Note: Detail may not add to totals because of rounding.
Source: IRS, Statistics of Income Division, July 2009.
30-Jul-08
                                           2006 Individual Income Tax: IRA Distributions, Pensions, and Social Security, by Size of Adjusted Gross Income
                                                         [All figures are estimates based on samples--money amounts are in thousands of dollars]

                                              Taxable                                      Pensions and annuities                                            Social security benefits
                                          IRA distributions                        Total                          Taxable                         Total                              Taxable
  Size of adjusted gross income      Number of          Amount         Number of           Amount        Number of        Amount      Number of             Amount          Number of        Amount
                                      returns                           returns                           returns                      returns                               returns

All returns, total                      9,965,065     124,705,552       26,511,367      780,831,489        24,098,220   450,454,465   20,609,364          339,754,476       13,749,185    144,403,839
No adjusted gross income                   90,723       1,158,023          209,440        4,373,674           166,778     1,855,402      474,661            6,799,770              278          3,978
$1 under $5,000                           212,131         473,463          673,447        4,683,077           610,869     1,675,972    1,143,764           14,997,556           16,799         43,894
$5,000 under $10,000                      444,417       1,618,447        1,289,939       11,219,149         1,249,644     6,451,151    1,494,227           21,383,845           23,099         96,947
$10,000 under $15,000                     678,299       3,190,285        1,857,848       20,595,523         1,794,510    14,353,972    1,881,111           27,839,239           35,244        150,266
$15,000 under $20,000                     677,439       3,996,223        1,897,323       25,959,587         1,825,985    18,862,468    1,730,856           26,412,455          332,541        308,683
$20,000 under $25,000                     596,004       3,705,488        1,599,002       25,149,825         1,525,046    18,095,986    1,448,359           23,169,036        1,002,101      1,510,726
$25,000 under $30,000                     546,177       3,602,087        1,423,193       25,544,357         1,322,823    17,909,569    1,238,501           20,138,240        1,145,526      3,137,903
$30,000 under $40,000                     942,459       6,926,479        2,614,607       50,681,403         2,445,322    36,200,311    1,944,582           31,138,749        1,942,152      9,248,264
$40,000 under $50,000                     829,642       7,421,193        2,284,881       52,652,390         2,108,902    36,782,882    1,624,679           25,537,091        1,624,323     13,496,335
$50,000 under $75,000                   1,816,177      20,621,318        4,769,688      131,136,642         4,354,987    89,292,597    3,195,656           53,022,062        3,194,456     40,602,618
$75,000 under $100,000                  1,262,637      18,585,414        3,204,933      114,882,290         2,847,974    72,204,466    1,881,522           35,164,477        1,881,448     29,815,691
$100,000 under $200,000                 1,409,061      32,734,810        3,591,859      193,499,931         3,015,567    99,546,475    1,854,245           38,270,289        1,854,214     32,493,456
$200,000 under $500,000                   362,965      14,501,694          864,185       84,994,254           661,259    29,220,410      522,568           11,614,388          522,397      9,868,119
$500,000 under $1,000,000                  62,187       3,604,237          144,559       18,254,697           105,338     4,307,088      104,049            2,474,120          104,047      2,102,941
$1,000,000 under $1,500,000                15,248         890,201           36,445        5,989,224            26,519     1,256,618       29,311              727,861           29,298        618,624
$1,500,000 under $2,000,000                 6,593         421,163           16,066        2,731,506            11,637       616,899       13,384              336,601           13,384        286,109
$2,000,000 under $5,000,000                 9,321         797,809           23,725        5,367,045            17,415     1,021,628       19,617              504,477           19,611        428,718
$5,000,000 under $10,00,000                 2,199         243,191            6,169        1,589,726             4,589       369,524        4,946              131,813            4,942        112,035
$10,000,000 or more                         1,388         214,027            4,058        1,527,187             3,056       431,046        3,324               92,406            3,323         78,531
Taxable returns, total                  8,233,236     114,807,436       21,610,788      720,856,029        19,547,813   416,651,298   15,182,325          256,244,699       13,032,699    141,210,318
No adjusted gross income                      979           56,675           1,999           89,422             1,930        55,911        1,414               27,024               *9           *290
$1 under $5,000                             8,643           19,403          20,577           66,184            20,577        36,842       32,067              325,575           *1,645         *7,703
$5,000 under $10,000                       35,668         167,765          113,095          687,848           108,478       585,194       95,752            1,164,588           *4,449         *9,062
$10,000 under $15,000                     337,263       1,501,725          953,924       10,529,352           928,133     7,737,773      937,141           11,571,901           20,811         91,465
$15,000 under $20,000                     359,598       2,116,171        1,100,712       14,599,907         1,071,439    11,422,962      979,336           12,901,620          248,598        213,599
$20,000 under $25,000                     476,156       2,948,200        1,246,044       19,653,745         1,197,108    14,908,759    1,159,948           18,392,162          846,501      1,268,406
$25,000 under $30,000                     476,272       3,111,953        1,207,620       22,695,658         1,127,572    16,229,195    1,073,035           17,512,272        1,011,264      2,794,434
$30,000 under $40,000                     867,134       6,215,658        2,359,573       46,733,176         2,221,417    34,205,838    1,807,414           28,965,366        1,804,984      8,638,060
$40,000 under $50,000                     787,378       7,098,336        2,130,009       49,973,141         1,977,382    35,520,882    1,555,475           24,502,124        1,555,179     12,954,000
$50,000 under $75,000                   1,770,337      19,942,735        4,630,989      128,610,011         4,237,899    87,754,215    3,132,634           52,045,638        3,131,435     39,836,228
$75,000 under $100,000                  1,248,001      18,359,881        3,169,768      113,767,328         2,819,486    71,750,790    1,863,133           34,823,373        1,863,059     29,526,327
$100,000 under $200,000                 1,406,485      32,626,320        3,582,637      193,126,830         3,007,740    99,278,324    1,849,207           38,161,025        1,849,182     32,400,692
$200,000 under $500,000                   362,509      14,479,224          863,086       84,900,769           660,326    29,181,142      521,450           11,591,409          521,290      9,848,721
$500,000 under $1,000,000                  62,111       3,600,039          144,396       18,233,959           105,200     4,296,530      103,871            2,470,467          103,869      2,099,837
$1,000,000 or more                         34,704       2,563,351           86,360       17,188,700            63,127     3,686,937       70,447            1,790,156           70,425      1,521,495
Nontaxable returns, total               1,731,829       9,898,116        4,900,578       59,975,460         4,550,407    33,803,166    5,427,039           83,509,778          716,486      3,193,521
* Estimate should be used with caution because of the small number of sample returns on which it is based.
NOTE: Detail may not add to totals because of rounding.
Source: IRS, Statistics of Income Division, July 2008
17-Aug-07
                                           2005 Individual Income Tax: IRA Distributions, Pensions, and Social Security, by Size of Adjusted Gross Income
                                                         [All figures are estimates based on samples--money amounts are in thousands of dollars]

                                            Total taxable                                  Pensions and annuities                                             Social security benefits
                                          IRA distributions                        Total                          Taxable                          Total                              Taxable
  Size of adjusted gross income      Number of          Amount         Number of           Amount        Number of        Amount      Number of              Amount          Number of        Amount
                                      returns                           returns                           returns                      returns                                returns

All returns, total                     9,387,189      112,277,199       25,352,088      685,308,391        23,247,374   420,144,855   15,510,458           252,239,705      12,660,754    124,829,069
No adjusted gross income                   80,955         928,684          203,268         4,188,592          162,087     1,559,944      174,526             2,503,628           1,799         18,635
$1 under $5,000                          191,017          437,282          607,589         3,531,387          554,225     1,420,898      476,348             5,909,738           9,174         26,546
$5,000 under $10,000                     476,454        1,736,117        1,314,330       10,621,219         1,266,758     6,535,480      640,438             8,323,255          21,458        115,964
$10,000 under $15,000                    704,233        3,120,076        2,005,071       20,515,465         1,949,751    15,845,085      793,125            11,516,434          37,500        185,278
$15,000 under $20,000                    738,285        4,134,604        1,985,924       25,435,327         1,913,250    19,773,989      934,617            14,649,130         327,820        401,990
$20,000 under $25,000                    575,745        3,538,079        1,612,754       24,113,898         1,552,315    18,616,462    1,092,678            17,396,065         897,024      1,231,047
$25,000 under $30,000                    556,299        3,811,555        1,485,216       24,894,368         1,409,674    18,750,273    1,171,658            18,759,637       1,140,682      2,857,408
$30,000 under $40,000                    920,728        6,732,217        2,576,417       50,302,165         2,400,359    36,810,148    1,944,910            29,733,332       1,944,253      9,022,551
$40,000 under $50,000                    814,368        7,076,456        2,209,372       57,269,116         2,037,805    36,406,267    1,539,959            22,942,834       1,539,959     12,282,096
$50,000 under $75,000                  1,668,593       19,807,402        4,543,119      125,893,942         4,146,078    87,401,674    2,970,552            47,379,789       2,969,555     36,623,337
$75,000 under $100,000                 1,093,918       17,157,983        2,835,126      100,674,251         2,561,527    64,597,710    1,623,393            29,445,076       1,623,288     24,936,367
$100,000 under $200,000                1,185,098       27,102,530        3,032,361      156,203,917         2,571,248    83,404,012    1,566,757            30,994,707       1,566,754     26,344,945
$200,000 under $500,000                  299,328       11,399,742          741,583       56,794,267           572,314    22,475,689      433,490             9,256,145         433,481      7,867,496
$500,000 under $1,000,000                  53,243       2,788,744          126,289       12,973,549            93,486     3,427,294       89,070             2,002,063          89,068      1,701,728
$1,000,000 under $1,500,000                12,268         840,872           30,589         3,969,129           23,635     1,045,239       24,242               565,476          24,242        480,650
$1,500,000 under $2,000,000                 5,615         387,143           13,768         2,009,307           10,384       471,001       11,126               273,331          11,126        232,330
$2,000,000 under $5,000,000                 7,988         732,700           20,364         3,574,083           15,628       906,284       16,544               406,022          16,544        345,116
$5,000,000 under $10,00,000                 1,829         224,113            5,424         1,178,554            4,126       309,665        4,263               109,259           4,263         92,870
$10,000,000 or more                         1,225         320,899            3,522         1,165,854            2,723       387,739        2,762                73,785           2,762         62,717
Taxable returns, total                 7,708,455      103,060,503       20,559,408      633,031,047        18,760,075   387,793,342   13,027,952           214,615,190      12,018,896    122,137,655
No adjusted gross income                      246           22,115             837            47,690              802        30,431          486                11,100             *53           *534
$1 under $5,000                            *7,274           *9,422          20,319            83,838           18,315        34,193       16,710               126,584               --            --
$5,000 under $10,000                       43,555         203,185          156,263         1,370,088          153,303       950,308       78,792               881,867          *6,279        *44,854
$10,000 under $15,000                    359,083        1,473,570        1,053,434       10,836,116         1,029,151     8,811,260      414,888             5,102,556          23,555        120,210
$15,000 under $20,000                    438,884        2,518,163        1,207,384       16,046,495         1,161,661    12,884,031      608,056             8,561,459         258,534        288,957
$20,000 under $25,000                    481,487        2,936,963        1,277,172       20,159,128         1,234,128    16,051,779      920,530            14,405,297         765,923      1,065,905
$25,000 under $30,000                    487,435        3,382,663        1,244,056       21,973,321         1,193,066    16,852,683    1,031,637            16,423,381       1,009,465      2,553,775
$30,000 under $40,000                    837,346        6,032,536        2,320,981       46,281,918         2,179,250    34,595,641    1,794,277            27,434,095       1,793,620      8,346,418
$40,000 under $50,000                    775,984        6,755,703        2,072,334       55,513,192         1,917,888    35,347,654    1,486,009            22,186,470       1,486,009     11,848,704
$50,000 under $75,000                  1,633,784       19,390,026        4,433,345      123,534,840         4,049,311    86,027,372    2,926,347            46,718,857       2,925,351     36,111,970
$75,000 under $100,000                 1,086,457       17,019,295        2,811,893      100,088,102         2,541,283    64,277,457    1,612,515            29,295,873       1,612,412     24,809,569
$100,000 under $200,000                1,176,201       26,727,540        3,021,447      155,599,610         2,561,013    82,985,402    1,557,935            30,818,096       1,557,935     26,194,846
$200,000 under $500,000                  298,744       11,359,207          740,362       56,690,493           571,255    22,426,329      432,175             9,229,544         432,169      7,844,934
$500,000 under $1,000,000                  53,128       2,773,108          126,062       12,942,570            93,286     3,413,153       88,836             1,996,769          88,835      1,697,233
$1,000,000 or more                         28,848       2,457,007           73,519       11,863,646            56,363     3,105,650       58,757             1,423,242          58,757      1,209,746
Nontaxable returns, total              1,678,734        9,216,696        4,792,679       52,277,344         4,487,298    32,351,513    2,482,506            37,624,515         641,858      2,691,414
* Estimate should be used with caution because of the small number of sample returns on which it is based.
NOTE: Detail may not add to totals because of rounding.
Source: IRS, Statistics of Income Division, July 2007
                                            2004 Individual Income Tax: IRA Distributions, Pensions, and Social Security, by Size of Adjusted Gross Income
                                                                                        [thousands of dollars]

                                             Total taxable                                     Pensions and annuities                                        Social security benefits
                                           IRA distributions                         Total                            Taxable                        Total                           Taxable
  Size of adjusted gross income       Number of          Amount         Number of             Amount         Number of        Amount    Number of            Amount         Number of        Amount
                                       returns                           returns                              returns                    returns                             returns

All returns, total                    8,913,846       101,672,181       25,130,018           627,664,241     23,123,390   394,285,849   14,759,589       231,873,220       11,691,859    110,462,387
No adjusted gross income                 76,273           927,571          200,197             4,753,704        161,559     1,470,868      162,539         2,137,048              230           3,837
$1 under $5,000                         205,778           458,248          659,639             4,663,960        617,619     1,582,848      502,777         6,315,962           12,888         35,533
$5,000 under $10,000                    495,980         1,834,902        1,408,056            10,907,039      1,359,227     7,176,833      690,904         8,889,131           12,961         63,072
$10,000 under $15,000                   750,792         3,521,596        2,078,368            21,871,313      2,015,731    16,563,645      900,961        12,808,725           45,722        174,282
$15,000 under $20,000                   789,554         4,098,847        2,167,099            28,087,050      2,100,237    21,954,819      903,809        13,515,682          263,612        292,331
$20,000 under $25,000                   557,535         3,548,389        1,619,745            25,028,810      1,560,629    18,738,307    1,059,012        16,228,719          862,766      1,291,194
$25,000 under $30,000                   548,724         3,474,929        1,442,406            24,006,143      1,371,182    19,055,547    1,127,889        17,312,157        1,082,344      2,595,633
$30,000 under $40,000                   883,464         6,500,389        2,607,768            46,741,639      2,458,423    36,521,756    1,886,404        28,080,342        1,886,404      8,479,384
$40,000 under $50,000                   813,974         7,396,669        2,218,421            49,519,986      2,045,615    35,705,441    1,479,795        21,869,091        1,479,795     11,633,412
$50,000 under $75,000                 1,597,750        19,115,159        4,501,562           124,391,933      4,161,236    85,100,572    2,792,896        43,002,845        2,792,896     33,547,931
$75,000 under $100,000                  932,878        15,249,532        2,764,633            92,444,004      2,414,052    59,281,955    1,421,880        25,487,669        1,421,880     21,568,400
$100,000 under $200,000                 978,836        22,496,039        2,687,416           126,894,310      2,264,799    67,835,343    1,348,268        25,856,885        1,347,913     21,966,101
$200,000 under $500,000                 222,720         9,349,344          612,480            47,907,569        472,215    17,742,320      360,323         7,583,544          360,323      6,445,931
$500,000 under $1,000,000                38,651         2,137,026          102,425            10,926,365         75,474     3,102,608       75,757         1,690,082           75,750      1,434,320
$1,000,000 under $1,500,000               9,151           551,889           25,855             3,164,537         19,839       779,179       20,117           456,292           20,117        387,845
$1,500,000 under $2,000,000               4,174           314,451           11,022             1,736,493          8,199       437,944        8,685           208,421            8,685        177,157
$2,000,000 under $5,000,000               5,555           416,183           16,447             2,678,076         12,394       739,556       12,613           304,518           12,613        258,838
$5,000,000 under $10,00,000               1,274           134,122            3,926               986,061          2,986       242,735        3,053            76,894            3,053         65,359
$10,000,000 or more                         782           146,896            2,553               955,247          1,974       253,573        1,907            49,211            1,907         41,829
Taxable returns, total                7,142,912        92,291,485       20,160,943           572,008,551     18,460,015   361,181,498   12,281,581       195,183,007       11,181,112    108,338,902
No adjusted gross income                    201            18,443              902                72,973            731        31,726          389             7,242               58             891
$1 under $5,000                          *5,942            *6,090           12,857                23,200         12,857        20,557       18,854           185,253                --              --
$5,000 under $10,000                     53,241           243,587          166,238             1,078,155        166,238     1,041,839       73,973           672,310             *972         *5,999
$10,000 under $15,000                   343,135         1,571,928        1,033,271            10,172,979      1,010,069     8,683,397      457,382         5,187,568           21,461         96,744
$15,000 under $20,000                   477,318         2,301,429        1,368,775            18,094,439      1,335,575    14,801,079      597,919         8,370,580          213,516        205,113
$20,000 under $25,000                   452,817         2,968,114        1,298,445            20,518,735      1,256,218    16,080,276      915,700        13,753,716          763,741      1,143,245
$25,000 under $30,000                   478,255         3,056,691        1,239,288            21,639,768      1,183,112    17,396,161    1,005,393        15,345,639          969,754      2,357,671
$30,000 under $40,000                   805,185         6,021,785        2,348,151            43,361,671      2,229,642    34,413,291    1,785,146        26,652,461        1,785,146      8,062,266
$40,000 under $50,000                   781,384         7,100,599        2,082,037            47,523,737      1,936,598    34,607,018    1,432,965        21,122,709        1,432,965     11,257,928
$50,000 under $75,000                 1,561,760        18,582,941        4,407,971           122,763,658      4,078,828    84,208,333    2,755,653        42,480,465        2,755,653     33,123,319
$75,000 under $100,000                  924,041        14,932,220        2,748,230            91,995,952      2,399,332    59,097,334    1,412,634        25,272,948        1,412,634     21,385,889
$100,000 under $200,000                 977,613        22,460,705        2,680,725           126,467,270      2,258,306    67,526,571    1,343,895        25,783,854        1,343,539     21,904,026
$200,000 under $500,000                 222,472         9,334,265          611,920            47,859,948        471,731    17,721,945      359,669         7,570,396          359,669      6,434,756
$500,000 under $1,000,000                38,627         2,135,817          102,365            10,919,089         75,421     3,099,969       75,672         1,683,359           75,665      1,430,733
$1,000,000 or more                       20,920         1,556,871           59,765             9,516,977         45,358     2,452,001       46,338         1,094,507           46,338        930,322
Nontaxable returns, total             1,770,934         9,380,695        4,969,075            55,655,690      4,663,375    33,104,351    2,478,008        36,690,213          510,747      2,123,485

* Estimate should be used with caution because of the small number of sample returns on which it is based.
** Data combined to avoid disclosure of information for specific taxpayers.
[1] Other adjustments does not include the foreign housing adjustment.
[2] No exemption allowed at these income levels.
NOTE: Detail may not add to totals because of rounding.
Source: IRS, Statistics of Income, Individual Complete Report 2004, Publication 1304, September 2006.
                                             2003 Individual Income Tax: IRA Distributions, Pensions, and Social Security, by Size of Adjusted Gross Income
                                                                                         [thousands of dollars]

                                             Total taxable                                     Pensions and annuities                                           Social security benefits
                                           IRA distributions                         Total                            Taxable                        Total                              Taxable
  Size of adjusted gross income       Number of          Amount          Number of            Amount         Number of        Amount    Number of              Amount          Number of        Amount
                                       returns                            returns                             returns                    returns                                returns

All returns, total                    8,611,702         88,335,605       24,767,067          565,420,626     22,822,842   372,931,442   14,120,202           214,011,279      10,975,002     97,768,201
No adjusted gross income                 77,078            814,762          210,592            4,614,582        170,143     1,549,350      166,776             2,134,199           1,174          6,544
$1 under $5,000                         215,753            455,553          601,810            4,435,014        553,450     1,502,880      475,906             5,837,683           9,709         28,050
$5,000 under $10,000                    567,245          1,878,501        1,518,330           10,898,436      1,465,203     7,531,721      744,526             9,416,460          31,579        124,854
$10,000 under $15,000                   748,596          3,225,666        2,183,143           22,461,325      2,134,240    17,111,046      887,775            11,982,704          49,034        254,770
$15,000 under $20,000                   839,444          4,288,191        2,174,462           26,925,404      2,113,869    22,153,194      956,292            14,036,376         263,460        320,913
$20,000 under $25,000                   589,884          3,081,068        1,723,843           27,598,370      1,659,058    20,145,542    1,093,950            16,485,372         870,948      1,228,791
$25,000 under $30,000                   487,469          3,003,921        1,452,863           22,802,846      1,392,322    18,694,237    1,055,882            15,732,616       1,011,215      2,438,407
$30,000 under $40,000                   926,631          7,042,968        2,649,104           49,975,053      2,462,539    37,745,116    1,893,710            27,761,509       1,892,727      8,376,314
$40,000 under $50,000                   783,217          6,944,862        2,367,837           47,931,311      2,208,624    37,006,723    1,537,019            21,429,405       1,537,019     11,602,866
$50,000 under $75,000                 1,498,441         16,799,010        4,289,544          107,002,326      3,902,798    78,044,661    2,509,820            37,685,141       2,509,820     29,682,510
$75,000 under $100,000                  869,891         12,913,159        2,608,207           82,596,429      2,316,707    54,621,033    1,313,467            22,114,485       1,313,243     18,757,677
$100,000 under $200,000                 793,542         18,963,590        2,362,152          103,640,803      1,978,434    58,670,702    1,112,925            21,298,977       1,112,925     18,088,791
$200,000 under $500,000                 171,960          6,533,140          501,849           40,099,298        373,148    13,931,908      280,899             5,989,413         280,899      5,090,938
$500,000 under $1,000,000                28,926          1,451,915           79,989            7,488,498         59,999     2,441,675       58,767             1,354,380          58,761      1,127,110
$1,000,000 under $1,500,000               6,149            396,854           18,980            2,523,777         14,005       640,360       14,362               321,890          14,362        273,604
$1,500,000 under $2,000,000               2,702            192,858            8,191            1,202,807          6,132       306,910        6,257               146,768           6,257        124,752
$2,000,000 under $5,000,000               3,487            214,371           11,760            2,059,583          8,799       494,282        8,515               200,455           8,515        170,385
$5,000,000 under $10,00,000                 829             80,148            2,813              652,272          2,128       169,886        2,130                52,477           2,130         44,605
$10,000,000 or more                         458             55,067            1,599              512,493          1,243       170,218        1,226                30,967           1,226         26,321
Taxable returns, total                6,863,919         80,133,468       19,948,337          510,346,498     18,294,123   342,184,889   11,715,361           179,694,324      10,465,093     95,831,833
No adjusted gross income                    299             22,864              519               83,330            378        34,846          377                 9,620              26            521
$1 under $5,000                          *5,880             *3,219           20,813               43,438         20,813        31,649       15,908               177,281              *8             *20
$5,000 under $10,000                     75,313            263,041          255,454            1,810,829        252,517     1,543,945       95,829             1,045,059          *9,897        *47,060
$10,000 under $15,000                   367,697          1,558,040        1,144,209           11,092,499      1,120,209     9,303,872      493,296             5,485,226          25,330        132,812
$15,000 under $20,000                   522,450          2,570,258        1,410,406           17,492,899      1,374,166    15,314,778      685,124             9,375,615         211,837        273,147
$20,000 under $25,000                   487,985          2,547,585        1,401,530           22,229,871      1,357,339    17,683,100      929,093            13,796,765         754,766      1,023,621
$25,000 under $30,000                   423,284          2,593,296        1,237,817           20,607,184      1,200,134    17,295,215      941,574            14,037,655         910,282      2,208,455
$30,000 under $40,000                   875,929          6,708,871        2,417,355           46,262,532      2,255,002    36,068,160    1,788,979            26,298,689       1,787,997      7,962,701
$40,000 under $50,000                   756,164          6,760,179        2,256,626           46,406,292      2,115,575    36,279,527    1,494,919            20,926,794       1,494,919     11,316,723
$50,000 under $75,000                 1,476,543         16,416,089        4,228,631          104,396,191      3,852,616    77,439,797    2,483,383            37,299,241       2,483,383     29,389,356
$75,000 under $100,000                  866,937         12,884,971        2,593,233           82,052,222      2,305,737    54,483,260    1,307,778            22,005,363       1,307,554     18,665,475
$100,000 under $200,000                 791,196         18,902,009        2,357,261          103,447,194      1,974,738    58,574,261    1,107,686            21,155,510       1,107,686     17,966,845
$200,000 under $500,000                 171,734          6,518,539          501,271           40,021,624        372,677    13,913,682      280,288             5,977,100         280,288      5,080,472
$500,000 under $1,000,000                28,894          1,448,568           79,910            7,475,428         59,943     2,438,328       58,686             1,352,772          58,680      1,125,743
$1,000,000 or more                       13,614            935,940           43,301            6,924,965         32,277     1,780,470       32,441               751,635          32,441        638,883
Nontaxable returns, total             1,747,783          8,202,137        4,818,730           55,074,128      4,528,719    30,746,553    2,404,841            34,316,955         509,910      1,936,368

* Estimate should be used with caution due to the small number of sample returns on which it is based.
** Data combined to avoid disclosure of information for specific taxpayers.
[1] No exemption allowed at these income levels.
[2] Less than $500.
NOTE: Detail may not add to totals because of rounding.
Source: IRS, Statistics of Income, Individual Complete Report 2003, Publication 1304, October 2005.
                                                 2002, Individual Income Tax: IRA Distributions, Pensions, and Social Security, by Size of Adjusted Gross Income
                                                                                              [thousands of dollars]

                                                 Total taxable                                         Pensions and annuities                                                       Social security benefits
                                               IRA distributions                              Total                              Taxable                                   Total                            Taxable
  Size of adjusted gross income           Number of          Amount              Number of            Amount            Number of        Amount               Number of            Amount          Number of        Amount
                                           returns                                returns                                returns                               returns                              returns

All returns, total                         8,291,357         88,219,481         24,857,470        561,031,602          22,794,417        357,840,960          13,869,265        205,658,281        10,702,502    93,459,494
No adjusted gross income                      69,483            749,919            182,388          5,895,062             141,617          1,337,112             163,738          2,042,536             1,036        11,008
$1 under $5,000                              184,196            418,488            586,925          5,236,265             546,522          1,305,808             442,802          5,208,527            10,245        37,268
$5,000 under $10,000                         461,356          1,547,248          1,576,957         11,115,761           1,531,061          7,596,752             742,246          9,362,726            29,179       134,758
$10,000 under $15,000                        720,415          2,925,685          2,202,173         21,210,240           2,145,783         16,930,323             878,896         11,876,124            36,219       136,857
$15,000 under $20,000                        786,132          4,329,289          2,233,730         28,030,313           2,153,169         21,563,347             939,359         13,825,245           213,454       262,722
$20,000 under $25,000                        565,059          3,307,420          1,764,164         25,276,397           1,706,152         19,605,236           1,089,865         15,795,120           844,679     1,134,197
$25,000 under $30,000                        490,210          3,168,587          1,501,385         24,027,808           1,405,914         18,689,513           1,111,063         16,332,029         1,066,605     2,437,124
$30,000 under $40,000                        900,666          6,045,249          2,755,231         50,413,369           2,589,321         37,760,121           1,926,335         26,556,058         1,926,305     8,321,329
$40,000 under $50,000                        760,780          6,764,217          2,283,545         43,756,119           2,083,540         32,923,812           1,375,749         19,126,977         1,375,749    10,598,275
$50,000 under $75,000                      1,508,883         16,760,302          4,360,786        108,239,617           3,956,766         75,731,700           2,553,931         37,458,609         2,553,931    29,534,382
$75,000 under $100,000                       858,157         13,682,298          2,510,194         86,269,964           2,176,602         51,725,487           1,243,733         20,876,516         1,243,733    17,734,658
$100,000 under $200,000                      784,682         18,420,073          2,317,954         99,645,372           1,915,919         55,260,560           1,046,817         19,743,343         1,046,667    16,780,886
$200,000 under $500,000                      165,747          7,978,936            463,719         36,590,411             356,474         13,396,995             273,075          5,658,632           273,045     4,809,584
$500,000 under $1,000,000                     23,388          1,333,512             76,864          8,412,421              54,456          2,313,036              51,340          1,101,507            51,340       936,270
$1,000,000 under $1,500,000                    6,029            326,428             18,869          2,540,895              14,095            590,235              14,184            314,132            14,184       267,009
$1,500,000 under $2,000,000                    2,170            143,515              7,472          1,021,417               5,592            277,666               5,594            130,901             5,594       111,265
$2,000,000 under $5,000,000                    3,019            232,111             11,012          2,096,562               8,325            519,944               7,650            178,673             7,650       151,870
$5,000,000 under $10,00,000                      650             61,885              2,668            694,917               1,996            180,266               1,877             45,742             1,877        38,881
$10,000,000 or more                              335             24,320              1,433            558,693               1,112            133,046               1,011             24,884             1,011        21,151
Taxable returns, total                     6,960,403         81,782,586         20,506,025        514,537,863          18,713,890        331,763,538          11,697,272        175,261,021        10,265,462    91,724,212
Nontaxable returns, total                  1,330,954          6,436,895          4,351,445         46,493,739           4,080,526         26,077,422           2,171,993         30,397,261           437,040     1,735,282

* Estimate should be used with caution because of the small number of sample returns on which it is based.
** Data combined to avoid disclosure of information for specific taxpayers.
[1] Not included in adjusted gross income.
[2] Other income includes all items reported on line 21 of Form 1040 such as prizes, awards, recoveries of bad debts, insurance received as reimbursement for medical expenses taken as
a deduction in the previous year, and any other income subject to tax for which no specific line was provided on the form. Any foreign-earned income exclusion or net operating loss
in an earlier year (that was not carried forward and deducted for 2002) was entered as a negative amount on line 21 by the taxpayer but was edited into separate fields during Statistics
of Income (SOI) processing. Gambling earnings entered on line 21 by the taxpayer were also edited into a separate field during SOI processing.
[3] No exemption allowed at these income levels.
[4] Less than $500.
NOTE: Detail may not add to totals because of rounding.
Source: IRS, Statistics of Income, Unpublished Data. October 2004.
                                                 2001, Individual Income Tax: IRA Distributions, Pensions, and Social Security, by Size of Adjusted Gross Income
                                                                                              [thousands of dollars]

                                                 Total taxable                                         Pensions and annuities                                                       Social security benefits
                                               IRA distributions                              Total                              Taxable                                   Total                            Taxable
  Size of adjusted gross income           Number of          Amount              Number of            Amount            Number of        Amount               Number of            Amount          Number of        Amount
                                           returns                                returns                                returns                               returns                              returns

All returns, total                         8,834,138         94,327,585         24,317,375        532,924,324          22,262,774        338,745,409          13,753,079        196,524,465        10,779,280    93,559,363
No adjusted gross income                      52,772            634,958            133,851          2,925,379             101,898          1,024,653             112,187          1,354,358               903        11,257
$1 under $5,000                              132,552            389,024            524,668          3,313,557             487,120          1,264,075             409,609          4,408,988             2,060         5,899
$5,000 under $10,000                         403,066          1,325,936          1,436,918         10,270,126           1,385,273          7,060,456             647,355          7,784,916            21,139        59,329
$10,000 under $15,000                        652,067          2,931,605          2,038,021         19,485,238           1,979,846         14,547,408             824,316         10,449,690            33,824       133,625
$15,000 under $20,000                        744,127          3,923,763          2,177,644         25,553,166           2,116,193         20,458,057             887,654         12,196,837           175,539       190,939
$20,000 under $25,000                        601,846          3,451,404          1,800,422         24,545,380           1,746,087         18,941,962           1,033,786         14,552,592           767,367       944,076
$25,000 under $30,000                        512,113          2,779,437          1,536,231         25,043,507           1,455,490         18,694,527           1,095,189         15,030,323         1,040,039     2,341,247
$30,000 under $40,000                        946,081          6,586,800          2,619,376         44,656,270           2,441,819         33,397,929           1,850,101         24,868,792         1,846,466     7,960,835
$40,000 under $50,000                        840,442          6,900,705          2,350,697         45,452,885           2,144,311         33,710,252           1,514,836         20,396,037         1,513,896    11,469,587
$50,000 under $75,000                      1,724,020         18,417,511          4,443,762        105,320,621           4,023,454         72,824,562           2,680,829         38,185,739         2,680,829    30,265,529
$75,000 under $100,000                     1,007,379         13,912,525          2,309,589         73,414,580           2,032,857         45,704,044           1,237,395         19,898,430         1,237,395    16,903,675
$100,000 under $200,000                      985,120         21,403,641          2,303,704         97,264,343           1,861,943         52,994,020           1,069,122         19,501,732         1,069,122    16,561,823
$200,000 under $500,000                      190,133          8,502,908            512,735         38,277,539             391,226         13,550,306             301,139          5,980,006           301,139     5,082,939
$500,000 under $1,000,000                     28,602          1,817,189             82,380          9,467,571              60,276          2,544,373              56,306          1,181,077            56,306     1,003,903
$1,000,000 under $1,500,000                    6,482            560,804             20,939          3,092,421              15,394            765,956              14,925            319,320            14,925       271,419
$1,500,000 under $2,000,000                    2,727            277,080              8,600          1,187,366               6,366            314,110               6,240            139,982             6,240       118,983
$2,000,000 under $5,000,000                    3,474            355,866             12,815          2,261,108               9,455            568,057               8,751            197,424             8,751       167,809
$5,000,000 under $10,00,000                      730             85,190              3,225            759,648               2,433            189,229               2,122             48,981             2,122        41,634
$10,000,000 or more                              405             71,238              1,797            633,618               1,333            191,434               1,218             29,242             1,218        24,855
Taxable returns, total                     7,790,745         89,070,173         20,787,199        497,078,933          18,944,254        318,191,308          12,001,711        173,177,485        10,451,602    92,051,506
Nontaxable returns, total                  1,043,393          5,257,412          3,530,175         35,845,391           3,318,521         20,554,101           1,751,368         23,346,980           327,678     1,507,857

* Estimate should be used with caution because of the small number of sample returns on which it is based.
** Data combined to avoid disclosure of information for specific taxpayers.
[1] Not included in adjusted gross income.
[2] Other income includes all items reported on line 21 of Form 1040 such as prizes, awards, recoveries of bad debts, insurance received as reimbursement for medical expenses taken as
as a deduction in the previous year, and any other income subject to tax for which no specific line was provided on the form. Any foreign-earned income exclusion or net operating loss
in an earlier year (that was not carried forward and deducted for 2001) was entered as a negative amount on line 21 by the taxpayer but was edited into separate fields during Statistics
of Income (SOI) processing. Gambling earnings entered on line 21 by the taxpayer were also edited into a separate field during SOI processing.
[3] No exemption allowed at these income levels.
NOTE: Detail may not add to totals because of rounding.
SOURCE: IRS, Statistics of Income Bulletin, Fall 2003, Publication 1136. (Rev. 12-03.)
         2000, Individual Income Tax: IRA Distributions, Pensions, and Social Security, by Size of Adjusted Gross Income
                                                      [thousands of dollars]

                                           Total taxable                                    Pensions and annuities                                        Social security benefits
                                         IRA distributions                        Total                            Taxable                        Total                           Taxable
  Size of adjusted gross income     Number of          Amount         Number of            Amount         Number of        Amount    Number of            Amount         Number of        Amount
                                     returns                           returns                             returns                    returns                             returns

All returns, total                   8,732,290       98,966,627       23,793,403          552,009,667     21,765,212   325,827,702   13,627,723       186,586,863       10,608,571     89,964,021
No adjusted gross income                46,125          636,400          123,485            2,059,221        107,947       931,874       81,696         1,004,920              673         11,958
$1 under $5,000                        118,334          290,091          481,295            3,127,169        427,349     1,032,855      389,945         3,806,652            5,150         16,094
$5,000 under $10,000                   371,999        1,266,377        1,310,269            8,451,997      1,275,884     6,370,967      648,290         7,527,708           10,036         53,290
$10,000 under $15,000                  571,586        2,622,211        2,012,257           17,975,475      1,982,654    14,971,807      885,473        10,603,113           39,953        139,381
$15,000 under $20,000                  736,879        3,767,041        2,148,961           26,028,427      2,078,029    19,993,850      901,546        11,968,619          176,587        198,811
$20,000 under $25,000                  594,163        3,429,660        1,732,821           22,849,479      1,660,113    18,573,656    1,010,001        13,707,397          727,236        808,161
$25,000 under $30,000                  462,492        2,924,118        1,394,241           22,336,349      1,326,033    16,260,667    1,009,318        13,481,636          948,426      1,966,391
$30,000 under $40,000                  954,559        6,354,683        2,678,177           46,375,301      2,508,378    34,377,644    1,855,898        23,543,861        1,854,954      7,621,554
$40,000 under $50,000                  781,676        6,324,395        2,257,897           41,887,298      2,083,775    29,805,439    1,440,264        18,028,471        1,440,264     10,549,948
$50,000 under $75,000                1,717,869       17,102,134        4,237,542          103,399,838      3,799,078    65,821,051    2,532,105        35,015,940        2,532,105     27,887,603
$75,000 under $100,000               1,022,744       14,099,431        2,367,667           72,688,035      2,045,614    43,764,366    1,239,103        19,464,937        1,239,103     16,542,579
$100,000 under $200,000              1,064,289       23,972,086        2,303,590          107,525,755      1,910,453    51,914,489    1,176,023        19,721,638        1,176,023     16,763,164
$200,000 under $500,000                235,667       11,186,847          583,472           54,431,680        438,830    16,393,192      345,975         6,464,928          345,975      5,495,124
$500,000 under $1,000,000               35,321        2,954,881          100,491           12,087,950         75,704     2,996,386       70,979         1,386,991           70,979      1,178,927
$1,000,000 under $1,500,000              8,840          825,423           25,488            3,749,048         19,221       925,454       18,099           373,434           18,099        317,415
$1,500,000 under $2,000,000              3,373          309,925           11,410            1,910,871          8,442       443,683        7,825           161,564            7,825        137,328
$2,000,000 under $5,000,000              4,744          617,679           16,973            3,150,727         12,421       764,204       10,911           232,045           10,911        197,236
$5,000,000 under $10,00,000              1,018          153,476            4,502            1,043,245          3,201       270,209        2,680            57,380            2,680         48,773
$10,000,000 or more                        610          129,770            2,865              931,803          2,085       215,907        1,592            35,627            1,592         30,283
Taxable returns, total               7,914,755       94,699,935       20,737,732          524,420,677     18,884,566   308,693,055   12,099,008       167,216,517       10,374,666     88,915,072
No adjusted gross income                   197           22,119              899               46,946            834        22,747          291             5,675              *63           *702
$1 under $5,000                         *8,073          *21,433           12,942               66,509         12,942        41,274       29,311           210,472                -              -
$5,000 under $10,000                   140,087          460,910          423,405            3,109,849        412,650     2,285,446      193,192         1,884,073           *3,972        *23,674
$10,000 under $15,000                  353,623        1,593,570        1,237,362           10,838,605      1,222,553     9,599,423      558,495         5,647,973           25,640         87,874
$15,000 under $20,000                  652,475        3,298,786        1,818,491           21,783,635      1,769,187    17,916,239      816,220        10,733,780          163,042        167,945
$20,000 under $25,000                  547,187        3,145,857        1,508,726           20,959,350      1,456,325    17,031,836      935,782        12,686,215          675,223        728,200
$25,000 under $30,000                  435,529        2,749,266        1,291,562           21,120,479      1,227,497    15,571,687      971,075        12,989,161          913,029      1,894,971
$30,000 under $40,000                  927,177        6,095,405        2,595,788           45,096,019      2,435,498    33,627,817    1,799,764        22,802,228        1,798,819      7,398,160
$40,000 under $50,000                  772,882        6,219,529        2,239,733           41,540,213      2,068,752    29,642,547    1,425,724        17,848,393        1,425,724     10,431,173
$50,000 under $75,000                1,703,479       16,905,649        4,200,566          102,709,585      3,768,244    65,484,392    2,502,925        34,632,968        2,502,925     27,576,062
$75,000 under $100,000               1,020,504       14,063,603        2,361,462           72,430,593      2,041,623    43,573,822    1,234,315        19,389,984        1,234,315     16,478,871
$100,000 under $200,000              1,064,148       23,961,619        2,302,115          107,467,614      1,908,994    51,903,212    1,174,487        19,684,574        1,174,487     16,731,661
$200,000 under $500,000                235,532       11,176,601          583,068           54,399,223        438,485    16,381,932      345,478         6,456,577          345,478      5,488,026
$500,000 under $1,000,000               35,298        2,952,873          100,422           12,079,469         75,649     2,994,400       70,897         1,385,543           70,897      1,177,696
$1,000,000 or more                      18,565        2,032,714           61,189           10,772,588         45,332     2,616,281       41,053           858,900           41,053        730,057
Nontaxable returns, total              817,535        4,266,692        3,055,672           27,588,990      2,880,645    17,134,647    1,528,714        19,370,346          233,905      1,048,949

* Estimate should be used with caution due to the small number of sample returns on which it is based.
** Data combined to avoid disclosure of information for specific taxpayers.
[1] Less than $500.
NOTE: Detail may not add to totals because of rounding.
SOURCE: IRS, Statistics of Income, Individual Income Tax Returns 2000, Publication 1304 (Rev. 04-2003).
         1999, Individual Income Tax: IRA Distributions, Pensions, and Social Security, by Size of Adjusted Gross Income
                                                      [thousands of dollars]

                                            Total taxable                                    Pensions and annuities                                           Social security benefits
                                          IRA distributions                        Total                            Taxable                        Total                                 Ta
  Size of adjusted gross income      Number of          Amount         Number of            Amount         Number of        Amount    Number of              Amount
                                      returns                           returns                             returns                    returns

All returns, total                   8,129,376        87,140,912       23,180,716          508,236,875     21,343,646   304,310,714   12,487,903           163,232,494
No adjusted gross income                32,491           595,015          120,774            1,949,226         96,479       813,904       91,865             1,053,209
$1 under $5,000                        105,807           202,269          512,561            2,758,620        461,523     1,142,161      397,905             3,992,375
$5,000 under $10,000                   353,371         1,164,524        1,416,075            9,432,171      1,373,979     6,863,156      638,148             7,081,257
$10,000 under $15,000                  568,351         2,307,920        2,076,597           19,158,925      2,041,200    15,295,224      814,685             9,790,900
$15,000 under $20,000                  685,668         3,155,854        2,213,372           24,581,552      2,140,390    20,145,795      882,950            11,261,875
$20,000 under $25,000                  561,861         3,119,053        1,795,592           25,265,677      1,733,204    19,361,146      991,337            12,820,712
$25,000 under $30,000                  480,531         3,089,441        1,468,400           21,199,827      1,384,770    16,232,744      968,684            12,433,276
$30,000 under $40,000                  959,551         6,524,109        2,586,631           41,267,529      2,438,983    32,780,905    1,815,652            22,555,407
$40,000 under $50,000                  787,340         6,012,274        2,041,851           39,855,438      1,852,452    26,694,951    1,231,654            14,962,279
$50,000 under $75,000                1,560,046        15,024,743        4,149,339           97,970,804      3,805,375    64,861,894    2,299,418            30,035,253
$75,000 under $100,000                 972,411        13,288,511        2,145,160           65,445,145      1,854,537    37,737,126    1,063,491            15,802,792
$100,000 under $200,000                821,596        19,214,816        2,004,798           94,671,291      1,658,994    43,560,565      918,857            14,765,944
$200,000 under $500,000                195,443         9,265,501          515,512           43,012,353        400,098    14,058,195      290,632             5,088,779
$500,000 under $1,000,000               29,718         2,510,314           83,998           11,251,698         63,705     2,468,628       52,672               986,601
$1,000,000 or more                      15,190         1,666,571           50,057           10,416,621         37,954     2,294,321       29,952               601,834
Taxable returns, total               7,414,472        83,757,457       20,103,434          482,651,875     18,431,618   287,103,611   10,971,233           144,876,964
No adjusted gross income                   683            44,805              985               55,344            829        22,126          392                 8,358
$1 under $5,000                         *9,711           *13,199           16,680               98,861         15,724        34,966       24,393               183,155
$5,000 under $10,000                   115,674           326,492          454,394            2,875,843        448,585     2,463,799      164,896             1,629,078
$10,000 under $15,000                  347,402         1,324,617        1,325,508           12,467,531      1,300,848    10,013,446      503,647             5,149,417
$15,000 under $20,000                  620,083         2,785,035        1,851,633           21,678,392      1,798,577    17,916,207      801,241            10,138,903
$20,000 under $25,000                  539,706         3,043,194        1,622,768           23,481,751      1,569,659    17,954,775      932,768            12,099,750
$25,000 under $30,000                  458,041         2,922,410        1,371,149           20,292,446      1,294,103    15,495,432      927,836            11,881,573
$30,000 under $40,000                  951,573         6,413,367        2,517,579           40,072,721      2,372,896    32,074,604    1,769,568            22,000,730
$40,000 under $50,000                  780,964         5,972,147        2,019,760           39,464,372      1,833,680    26,448,632    1,214,729            14,810,812
$50,000 under $75,000                1,558,450        15,015,886        4,128,297           97,487,142      3,786,143    64,613,595    2,281,284            29,833,094
$75,000 under $100,000                 971,402        13,256,531        2,142,551           65,397,156      1,851,978    37,717,995    1,061,347            15,765,683
$100,000 under $200,000                820,558        19,207,439        2,002,929           94,637,333      1,657,135    43,543,455      916,304            14,706,058
$200,000 under $500,000                195,349         9,259,505          515,232           42,989,998        399,871    14,050,699      290,293             5,083,439
$500,000 under $1,000,000               29,699         2,509,509           83,953           11,244,779         63,667     2,467,191       52,626               985,845
$1,000,000 or more                      15,176         1,663,321           50,016           10,408,205         37,923     2,286,690       29,910               601,067
Nontaxable returns, total              714,903         3,383,456        3,077,282           25,585,000      2,912,027    17,207,103    1,516,669            18,355,530

* Estimate should be used with caution due to the small number of sample returns on which it is based.
** Data combined to avoid disclosure of information for specific taxpayers.
NOTES: All numbers based on samples; detail may not add to totals because of rounding.
SOURCE: IRS, Statistics of Income, Individual Income Tax Returns 1999, Publication 1304 (Rev. 10-2001).
Social security benefits
                        Taxable
               Number of        Amount
                returns

                9,459,189    75,078,976
                    1,093         2,209
                    2,109         5,493
                    6,861        32,750
                   26,416        82,646
                  131,741       177,429
                  672,301       791,245
                  918,260     1,923,857
                1,813,733     7,311,862
                1,231,654     8,760,116
                2,299,418    24,332,782
                1,063,491    13,432,168
                  918,857    12,550,862
                  290,632     4,325,404
                   52,672       838,601
                   29,952       511,552
                9,276,945    74,358,900
                      *10          *110
                        -             -
                   *4,905       *25,425
                   23,551        73,261
                  118,212       154,101
                  636,854       761,122
                  879,271     1,845,395
                1,767,649     7,110,387
                1,214,729     8,655,848
                2,281,284    24,162,941
                1,061,347    13,400,626
                  916,304    12,499,959
                  290,293     4,320,866
                   52,626       837,958
                   29,910       510,901
                  182,245       720,076

				
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